Stuart (Stu) Weinstein, Principal
sweinstein@rina.com

Through his many years of experience, Stu has developed an expertise in complex business and personal financial planning matters. He currently provides consulting services that include financial and investment planning as well as expansion, diversification, business succession and retirement planning.

Stu’s passions include fishing for trout and steelhead, golf, gardening, travel and community service.

Industry Specialties
Food Manufacturing & Distribution
Real Estate
Not-for-Profit Organizations

Service Specialties
Succession Planning & Exit Strategies
Business Entity Formation
Private Foundations
Board and Committee Support and Consulting

Education/Credentials
University of California, Santa Barbara
University of California, Berkeley School of Business, 1968
CPA License, 1971 (Inactive)

Professional/Civic Organizations
California Society of Certified Public Accountants
American Institute of Certified Public Accountants
CAMICO Mutual Insurance Company – Director & Member of the Governance Committee, and Chair of the Audit Committee
California Society of CPAs Group Insurance Trust – Trustee & Chair of the Claim and Plan Design Committee
Aaron and Marie Blackman Charitable Foundation – Director & Member of the Investment Committee
Reutlinger Community for Jewish Living - Chair of the Audit Committee